Roth IRA Conversion

Posted on April 23, 2014

5 Proposed Rules for Retirement Accounts

Our tax attorneys covered several pending federal revisions in our Tax Changes for 2015, one of which affects retirement accounts. Retirement contributions and…

Read More…

Category: Retirement
Posted on January 5, 2011

Don’t Pay more than 24.5% Tax on Your Roth Conversion

Do you think you have to pay income tax on large ($500k++) Roth IRA conversions at the top marginal tax rates? Think…

Read More…

Category: Financial Planning
Posted on August 31, 2010

IRA Experts Keen On Roth Conversions

Three of four prominent IRA experts have either already utilized a Roth conversion or plan to do so, and the fourth says…

Read More…

Category: IRAs
Address: 1414 Raleigh Rd Ste 203, Chapel Hill NC 27517
Phone: 919.636.0950 | Toll Free: 800.201.0413 | Fax: 919.493.6355 |